Energy Select Sector SPDR shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $254k | 3.0k | 85.65 |
| 2024-09-30 | $313k | 3.6k | 87.80 |
| 2024-06-30 | $388k | 4.3k | 91.16 |
| 2024-03-31 | $419k | 4.4k | 94.41 |
| 2023-09-30 | $406k | 4.5k | 90.39 |
| 2023-06-30 | $407k | 5.0k | 81.16 |
| 2023-03-31 | $416k | 5.0k | 82.83 |
| 2022-12-31 | $438k | 5.0k | 87.47 |
| 2022-09-30 | $328k | 4.5k | 72.12 |
| 2022-06-30 | $282k | 3.9k | 71.61 |
| 2022-03-31 | $324k | 4.2k | 76.34 |
| 2019-12-31 | $248k | 4.1k | 60.15 |
| 2019-09-30 | $348k | 5.9k | 59.17 |
| 2019-06-30 | $372k | 5.8k | 63.71 |
| 2019-03-31 | $451k | 6.8k | 66.12 |
| 2018-12-31 | $420k | 7.3k | 57.40 |
| 2018-09-30 | $865k | 11k | 75.78 |
| 2018-06-30 | $836k | 11k | 75.90 |
| 2018-03-31 | $768k | 11k | 67.43 |
| 2017-12-31 | $1.1M | 15k | 72.28 |
| 2017-09-30 | $234k | 3.4k | 68.42 |
| 2017-06-30 | $222k | 3.4k | 64.97 |
| 2017-03-31 | $232k | 3.4k | 67.92 |
| 2016-12-31 | $304k | 4.0k | 75.28 |
| 2016-09-30 | $264k | 3.8k | 68.68 |
| 2016-06-30 | $240k | 3.5k | 68.24 |
| 2013-03-31 | $138k | 1.8k | 78.19 |